Filed June 10, 2008 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
DEMPSEY LORD SMITH LLC3 years Service code 49 · EIN 20-4853289 | Other Services | $18,846 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,431 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,129 | $47,648-3.2% | $130,648-64.7% | $67,579-31.7% |
| Participation rate | 83.3% | 60.4%+22.8pp | 71.7%+11.5pp | 71.3%+12.0pp |
| Annual return | 22.85% | 25.73%-2.9pp | 1708.96%-1686.1pp | 378.56%-355.7pp |
| Employer contribution / active EE | $1,295 | $1,408-8.0% | $4,092-68.4% | $2,148-39.7% |
| Participant deferral / active EE | $2,958 | $2,616+13.0% | $3,603-17.9% | $3,539-16.4% |
| Admin fee / account holder | $10 | $105-90.8% | $5,464-99.8% | $142-93.2% |